Medium30s–60s

Luxury Brands Portfolio

Invests in luxury goods, premium consumer brands, and high-end lifestyle experiences

Expected Return

8-11% annually

Expected Dividend

1.8% annually

Rebalancing

Quarterly

Asset Allocation

LUXE (35%)

XLY (25%)

RXI (20%)

IBUY (10%)

VCR (10%)

LUXE

Luxury brands ETF

35%

XLY

Consumer discretionary sector

25%

RXI

Global consumer discretionary

20%

IBUY

Online retail and e-commerce

10%

VCR

Consumer discretionary sector

10%

Advantages

✓Tailwind from rising global wealth
✓Strong brand pricing power
✓Growing Asian demand

Risks

!Sensitivity to economic cycles
!Shifting consumer trends
!Counterfeiting risk

Allocation by Investment Amount

If investing $1,000

LUXE$350

XLY$250

RXI$200

IBUY$100

VCR$100

If investing $5,000

LUXE$1750

XLY$1250

RXI$1000

IBUY$500

VCR$500

If investing $10,000

LUXE$3500

XLY$2500

RXI$2000

IBUY$1000

VCR$1000